Michael Goldberger Wealth Strategist
Joined Northern Trust
Education
- Bachelor of Science degree in Business Administration from American University’s Kogod School of Business in Washington D.C.
- Series 7 and Series 63 securities licenses
Expertise
With over 15 years of industry experience, Michael is knowledgeable across many facets of the financial industry, including banking, lending, investments, insurance and trusts. He specializes in working alongside clients to help them identify, progress toward, and achieve their most meaningful financial and related goals. His responsibilities include assessing a client’s objectives, assembling a customized team, and overseeing the delivery of Northern Trust’s expertise.
Experience
Michael is a Wealth Strategist and Vice President at Northern Trust’s Newport Beach Office where he serves as a trusted advisor to families and charitable organizations. Michael has over 15 years of experience working with ultra-high net worth families to develop highly customized and sophisticated wealth strategies that align to their specific needs and long-term goals. Prior to joining the financial services industry, Michael was Vice President at Goldberger Dolls, a fourth generation family owned business. His work in his early years running a family business, taught him what to look for in a financial advisor and prompted him to pursue his financial career.
Community Involvement
Since moving to California in 2015, Michael has been an active member of the community and has participated in a variety of fundraising events.